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Microsoft triples down on AI


A trio of AI announcements hint at what’s to come for Microsoft in 2025.

Investors are increasingly looking for returns on Microsoft’s big bets on AI, and recent reports have suggested that it’s struggling to sell businesses on the idea of paying extra for AI-powered versions of Office apps. A lot of CTOs tell me that businesses have found the most value from Copilot inside Microsoft Teams, where the AI assistant will transcribe meetings and pull out key talking points to make it easy to catch up on calls you might have missed. While adding an AI-powered version of the Python programming language to Excel is powerful and summaries of Outlook emails are super useful, Microsoft needs a lot more compelling Copilot features if it wants businesses to pay that $30 per user per month fee.

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